{"id":11650,"date":"2025-09-21T18:26:57","date_gmt":"2025-09-21T18:26:57","guid":{"rendered":"https:\/\/communify.com\/?page_id=11650"},"modified":"2025-10-23T13:25:31","modified_gmt":"2025-10-23T13:25:31","slug":"advised-client","status":"publish","type":"page","link":"https:\/\/communify.com\/en-gb\/advised-client\/","title":{"rendered":"Advised Client"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_section el_id=&#8221;media-hero&#8221;][vc_row][vc_column][vc_empty_space height=&#8221;112px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;63px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;hide-for-medium-only&#8221;]<\/p>\n<h2 class=\"font-color-black remove-br-for-medium platform-subheading margin-bottom-2point5rem\" style=\"color: #141414;\"><span class=\"font-color-secondary\">Advised Client Apps<\/span><br \/>\n360\u00b0 personalisation<\/h2>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium-only&#8221;]<\/p>\n<h2 class=\"font-color-secondary platform-subheading no-margin-bottom\">Advised Client Apps<\/h2>\n<h2 class=\" remove-br-for-medium platform-subheading\" style=\"color: #141414;\">360\u00b0 personalization<\/h2>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space el_class=&#8221;hide-for-large&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-small-only&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10714 size-full\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_hero_mobile_image.png\" alt=\"\" width=\"697\" height=\"822\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_hero_mobile_image.png 697w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_hero_mobile_image-254x300.png 254w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_hero_mobile_image-520x613.png 520w\" sizes=\"auto, (max-width: 697px) 100vw, 697px\" \/>[\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium&#8221;]<a class=\"button secondary margin-bottom-2point5rem\" href=\"https:\/\/communify.com\/en-gb\/get-in-touch\/\">Get in touch<\/a>[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;24px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h6 class=\"apps-body-font-color\">Transform every client interaction into a premium, personalised experience that builds trust and deepens relationships. Give your advised clients the comprehensive wealth views and engaging insights they expect, delivered seamlessly across all touch points\u2014without adding burden to your advisory teams.<\/h6>\n<p>[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;48px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-small-only&#8221;]<a class=\"button secondary full-width-mobile-button\" href=\"#\">Talk to an expert<\/a>[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;18px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;80px&#8221; el_class=&#8221;show-for-large&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium-only&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10665\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_tablet_image_1-296x300.png\" alt=\"\" width=\"470\" height=\"476\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_tablet_image_1-296x300.png 296w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_tablet_image_1-768x779.png 768w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_tablet_image_1-520x527.png 520w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_tablet_image_1.png 947w\" sizes=\"auto, (max-width: 470px) 100vw, 470px\" \/>[\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10664 size-full\" role=\"img\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_image_2.png\" alt=\"\" width=\"1475\" height=\"427\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_image_2.png 1475w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_image_2-300x87.png 300w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_image_2-1024x296.png 1024w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_image_2-768x222.png 768w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_image_2-520x151.png 520w\" sizes=\"auto, (max-width: 1475px) 100vw, 1475px\" \/>[\/vc_column_text][vc_empty_space height=&#8221;36px&#8221; el_class=&#8221;show-for-medium-only&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-large&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10663 size-full\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_desktop_image_1.png\" alt=\"\" width=\"1340\" height=\"1300\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_desktop_image_1.png 1340w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_desktop_image_1-300x291.png 300w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_desktop_image_1-1024x993.png 1024w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_desktop_image_1-768x745.png 768w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/advised_client_hero_desktop_image_1-520x504.png 520w\" sizes=\"auto, (max-width: 1340px) 100vw, 1340px\" \/>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;112px&#8221; el_class=&#8221;show-for-large&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;has-top-border&#8221;]<\/p>\n<h6 class=\"margin-bottom-1rem font-color-black\">Precise, AI-powered communication<\/h6>\n<p class=\"big apps-body-font-color\">Harness compliance-approved, deterministic AI that unifies client and market data to deliver hyper-personalised and precise communications that strengthen advisor-client bonds without requiring additional advisor time.<\/p>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;hide-for-large&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;has-top-border&#8221;]<\/p>\n<h6 class=\"margin-bottom-1rem font-color-black\">Deploy client experiences in weeks<\/h6>\n<p class=\"big apps-body-font-color\">Launch sophisticated client experiences fast with Component Tech architecture. Give clients the premium digital access they expect, and let Communify do the heavy lifting.<\/p>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;hide-for-large&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;has-top-border&#8221;]<\/p>\n<h6 class=\"margin-bottom-1rem font-color-black\">Scale alongside client expectations<\/h6>\n<p class=\"big apps-body-font-color\">Deliver white-glove digital experiences with rich visualisations and engaging content formats. With Communify\u2019s ever-evolving app library, every client receives the premium treatment typically reserved for your highest-value relationships.<\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;140px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;hide-for-large&#8221;][\/vc_column][\/vc_row][\/vc_section][vc_section el_id=&#8221;media-section_1&#8243; el_class=&#8221;bg-black&#8221;][vc_row][vc_column][vc_empty_space height=&#8221;140px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;54px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_row_inner content_placement=&#8221;bottom&#8221; el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 class=\"body-color-for-white-bg line-height-for-large\"><img loading=\"lazy\" decoding=\"async\" class=\"show-for-large alignnone size-full wp-image-77\" style=\"margin-right: 10px; margin-top: -10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/mind-ai.svg\" alt=\"\" width=\"44\" height=\"44\" \/><img loading=\"lazy\" decoding=\"async\" class=\"hide-for-large alignnone size-full wp-image-77\" style=\"margin-right: 10px; margin-top: -6px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/mind-ai.svg\" alt=\"\" width=\"22\" height=\"22\" \/><span class=\"font-color-secondary\">MIND\u2122 AI<\/span> <span class=\"font-color-white\">Portfolio Stories<\/span><br \/>\nThe latest innovation in<br \/>\nclient communication<\/h3>\n<p>[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space el_class=&#8221;show-for-small-only&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-small-only&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10671 size-full\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_mobile.png\" alt=\"\" width=\"676\" height=\"568\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_mobile.png 676w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_mobile-300x252.png 300w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_mobile-520x437.png 520w\" sizes=\"auto, (max-width: 676px) 100vw, 676px\" \/>[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;120px&#8221; el_class=&#8221;show-for-large&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p class=\"big body-gray-color\">Incorporate dynamic data narratives that go beyond an individual stock or fund to incorporate portfolio data. By considering the entire investment portfolio, these stories become even more powerful tools to persuade, inform and inspire action. Stories enable advisors to deliver premium communication at scale without the manual effort.<\/p>\n<p>[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;54px&#8221; el_class=&#8221;show-for-large&#8221;][vc_column_text css=&#8221;&#8221;]<a class=\"button full-width-mobile-button secondary margin-bottom-2point5rem\" href=\"https:\/\/communify.com\/en-gb\/stock-stories\/\">Learn about Stock Stories<\/a>[\/vc_column_text][vc_empty_space height=&#8221;50px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;180px&#8221; el_class=&#8221;show-for-large&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium-only text-center&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10669 size-full\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop.png\" alt=\"\" width=\"1420\" height=\"1200\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop.png 1420w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-300x254.png 300w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-1024x865.png 1024w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-768x649.png 768w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-520x439.png 520w\" sizes=\"auto, (max-width: 1420px) 100vw, 1420px\" \/>[\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-large&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10669 size-full\" src=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop.png\" alt=\"\" width=\"1420\" height=\"1200\" srcset=\"https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop.png 1420w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-300x254.png 300w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-1024x865.png 1024w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-768x649.png 768w, https:\/\/communify.com\/wp-content\/uploads\/2025\/09\/adviced_client_section_1_desktop-520x439.png 520w\" sizes=\"auto, (max-width: 1420px) 100vw, 1420px\" \/>[\/vc_column_text][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][\/vc_section][vc_section el_id=&#8221;media-section_2&#8243;][vc_row][vc_column][vc_empty_space height=&#8221;120px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;hide-for-large&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-large&#8221;]<\/p>\n<div class=\"row\">\n<div class=\"columns large-10 small-12\">\n<h4 class=\"font-color-black platform-section-heading\">Premium, personalised apps that deepen client relationships\u2014without adding to the adviser workload.<\/h4>\n<div class=\"show-for-large\" style=\"height: 112px;\"><\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/adviced_client_section_2_desktop_image_1.png\" \/><\/p>\n<\/div>\n<div class=\"columns large-2 small-12\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/09\/adviced_client_section_2_desktop_image_2.png\" \/><\/div>\n<\/div>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;hide-for-large&#8221;]<\/p>\n<h4 class=\"font-color-black platform-section-heading margin-bottom-2point5rem\">Premium, personalised apps that deepen client relationships\u2014without adding to the adviser workload.<\/h4>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;hide-for-large&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-small-only&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-719\" src=\"\/wp-content\/uploads\/2025\/09\/adviced_client_section_2_mobile_image_2.png\" alt=\"\" width=\"335\" height=\"47\" \/>[\/vc_column_text][vc_empty_space height=&#8221;60px&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;hide-for-medium-only&#8221;]<\/p>\n<ul class=\"accordion digital-apps-accordion\" data-accordion=\"\" data-allow-all-closed=\"true\">\n<li class=\"accordion-item is-active\" data-accordion-item=\"\"><a class=\"accordion-title \" href=\"#\"><span class=\"\">Dashboard<\/span> <span class=\" accordion-cursive-font italic\">13+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalised daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Portfolio<\/span> <span class=\" accordion-cursive-font italic\">11+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Track your investments in detail, view performance over time, and understand allocation changes, with insights designed to keep you informed and engaged.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Wealth &amp; Planning <\/span> <span class=\" accordion-cursive-font italic\">8+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Access your full financial plan, important documents, and goal progress anytime, ensuring you and your adviser stay aligned on your long-term vision.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Markets &amp; Trading<\/span> <span class=\" accordion-cursive-font italic\">4+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Stay ahead with live market data, watchlists, and trading tools that help you act quickly when opportunities arise.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">News &amp; Insights<\/span> <span class=\" accordion-cursive-font italic\">4+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Get curated market and regional news, plus content tailored to your portfolio and goals\u2014keeping you informed without the noise.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Documents<\/span> <span class=\" accordion-cursive-font italic\">3+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Securely access and share important files with your adviser, from statements to reports, all stored in one protected location.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Account Management<\/span> <span class=\" accordion-cursive-font italic\">5+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Open, fund, and manage your accounts with ease, while maintaining full transparency into your relationship with your firm.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">More<\/span> <span class=\" accordion-cursive-font italic\">4+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Personalise your experience with custom settings, account grouping, and secure messaging for direct, efficient communication with your adviser.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium-only&#8221;]<\/p>\n<div class=\"row\">\n<div class=\"columns medium-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-688\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/adviced_client_section_2_desktop_image_2.png\" alt=\"\" width=\"78\" height=\"635\" \/><\/div>\n<div class=\"columns medium-10\">\n<ul class=\"accordion digital-apps-accordion\" data-accordion=\"\" data-allow-all-closed=\"true\">\n<li class=\"accordion-item is-active\" data-accordion-item=\"\"><a class=\"accordion-title \" href=\"#\"><span class=\"\">Dashboard<\/span> <span class=\" accordion-cursive-font italic\">13+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Portfolio<\/span> <span class=\" accordion-cursive-font italic\">11+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Wealth &amp; Planning <\/span> <span class=\" accordion-cursive-font italic\">8+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Markets &amp; Trading<\/span> <span class=\" accordion-cursive-font italic\">4+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">News &amp; Insights<\/span> <span class=\" accordion-cursive-font italic\">4+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Documents<\/span> <span class=\" accordion-cursive-font italic\">3+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">Account Management<\/span> <span class=\" accordion-cursive-font italic\">5+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<li class=\"accordion-item\" data-accordion-item=\"\"><a class=\"accordion-title\" href=\"#\"><span class=\"\">More<\/span> <span class=\" accordion-cursive-font italic\">4+ apps<\/span><\/a>\n<div class=\"accordion-content\" data-tab-content=\"\">\n<p class=\"big-for-large apps-body-font-color\">Apps that deliver a complete financial picture\u2014from total net worth to AI-driven personalized daily podcasts\u2014so clients feel confident, stay connected and drive referrals.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;65px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;60px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;hide-for-large&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-722\" src=\"\/wp-content\/uploads\/2025\/09\/adviced_client_section_2_mobile_image_1.png\" alt=\"\" width=\"2004\" height=\"2278\" \/>[\/vc_column_text][vc_empty_space height=&#8221;100px&#8221; el_class=&#8221;show-for-medium-only&#8221;][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;180px&#8221; el_class=&#8221;show-for-large&#8221;][\/vc_column][\/vc_row][\/vc_section][vc_section el_id=&#8221;media-section_3&#8243;][vc_row][vc_column][vc_empty_space height=&#8221;120px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;xxl-padding-right-for-large&#8221;]<\/p>\n<h4 class=\"font-color-black platform-section-heading\">Whether you are just starting your journey or well on your way, Communify is the innovation partner to take you to the next level.<\/h4>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;24px&#8221; el_class=&#8221;hide-for-large&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h6 class=\"big-for-large apps-body-font-color\">Communify is the global leader in unified market and client data, powering 85% of North American online brokerage platforms and processing over 4,000 data feeds daily. That means we take care of the heavy lifting\u2014and as a front-runner in efficient and compliant AI development, we ensure precise, accurate innovation every step of the way.<\/h6>\n<h6 class=\"big-for-large apps-body-font-color\">Whether you&#8217;re enhancing client satisfaction, scaling personalised communication or delivering premium experiences across all wealth segments, Communify enables your advisors to strengthen every client relationship without increasing their workload.<\/h6>\n<h6 class=\"big-for-large apps-body-font-color font-weight-bold margin-bottom-1rem\">Let&#8217;s discuss what we can build for you.<\/h6>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;54px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space el_class=&#8221;hide-for-large&#8221;][vc_column_text css=&#8221;&#8221;]<a class=\"button secondary full-width-mobile-button margin-bottom-2point5rem\" href=\"https:\/\/communify.com\/en-gb\/get-in-touch\/\">Get in touch<\/a>[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;180px&#8221; el_class=&#8221;show-for-large&#8221;][\/vc_column][\/vc_row][\/vc_section][vc_section el_id=&#8221;media-section_4&#8243;][vc_row][vc_column][vc_empty_space height=&#8221;140px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;hide-for-large&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner el_class=&#8221;xxl-padding-right-for-large&#8221; width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 class=\"body-color-for-white-bg line-height-for-large\"><span class=\"font-color-black\">See Communify in action<\/span><br \/>\nwith Finextra Pro<\/h3>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;36px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;120px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;58px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-small-only&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"video-trigger\" style=\"cursor: pointer;\" src=\"\/wp-content\/uploads\/2025\/09\/media-section_4-mobile_img.png\" alt=\"\" width=\"338\" height=\"396\" data-video-id=\"coi29nhx4z\" \/>[\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium-only&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"video-trigger\" style=\"cursor: pointer;\" src=\"\/wp-content\/uploads\/2025\/09\/media-section_4-img-updated.png\" alt=\"\" width=\"727\" height=\"713\" data-video-id=\"coi29nhx4z\" \/>[\/vc_column_text][vc_empty_space height=&#8221;44px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;42px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h6 class=\"body-color-for-white-bg\">Where client and market data connect. Built on decades of innovation and maturity, Communify is the best-in-class digital partner for the financial markets.<\/h6>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;42px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;54px&#8221; el_class=&#8221;show-for-large&#8221;][vc_column_text css=&#8221;&#8221;]<a class=\"button secondary margin-bottom-2point5rem full-width-mobile-button\" href=\"https:\/\/communify.com\/en-gb\/request-for-information\/\">Start a Solution Design Study<\/a>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-large&#8221;][\/vc_column_text][vc_raw_html css=&#8221;&#8221; el_class=&#8221;show-for-large&#8221;]JTNDJTIxLS0lMjBUcmlnZ2VyJTIwaW1hZ2UlMjAtLSUzRSUwRCUwQSUzQ2ltZyUyMCUwRCUwQSUyMCUyMGNsYXNzJTNEJTIydmlkZW8tdHJpZ2dlciUyMiUyMHN0eWxlJTNEJTIyY3Vyc29yJTNBJTIwcG9pbnRlciUzQiUyMiUyMGRhdGEtdmlkZW8taWQlM0QlMjJjb2kyOW5oeDR6JTIyJTBEJTBBJTIwJTIwc3JjJTNEJTIyJTJGd3AtY29udGVudCUyRnVwbG9hZHMlMkYyMDI1JTJGMDklMkZtZWRpYS1zZWN0aW9uXzQtaW1nLXVwZGF0ZWQucG5nJTIyJTIwJTBEJTBBJTIwJTIwYWx0JTNEJTIyJTIyJTIwd2lkdGglM0QlMjI3MjclMjIlMjBoZWlnaHQlM0QlMjI3MTMlMjIlMjAlMEQlMEElMjAlMjAlMEQlMEElMkYlM0UlMEQlMEElMEQlMEElMEQlMEE=[\/vc_raw_html][vc_empty_space height=&#8221;90px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;160px&#8221; el_class=&#8221;show-for-large&#8221;][\/vc_column][\/vc_row][\/vc_section][vc_section el_id=&#8221;media-section_5&#8243; css=&#8221;.vc_custom_1758218713884{border-bottom-width: 1px !important;background-color: #F5F5F5 !important;border-bottom-style: solid !important;border-color: #010101 !important;}&#8221;][vc_row][vc_column][vc_empty_space height=&#8221;112px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;hide-for-large&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h4 class=\"font-color-black platform-section-heading\">Go beyond&#8230;<\/h4>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;hide-for-large&#8221;][vc_empty_space height=&#8221;45px&#8221; el_class=&#8221;show-for-large&#8221;][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner el_class=&#8221;columns small-12 medium-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<div class=\"margin-bottom-2-for-large\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-696\" src=\"\/wp-content\/uploads\/2025\/09\/media-section_5-img-2.png\" alt=\"\" width=\"475\" height=\"317\" \/><\/div>\n<h6 class=\"font-color-black margin-bottom-2-for-large\">Communify Adviser Apps<\/h6>\n<p><a class=\"big font-color-black\" href=\"https:\/\/communify.com\/en-gb\/advisor\/\">Read more <img loading=\"lazy\" decoding=\"async\" class=\"show-for-large alignnone size-full wp-image-207\" style=\"margin-left: 10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/right-arrow.svg\" alt=\"\" width=\"32\" height=\"32\" \/><img loading=\"lazy\" decoding=\"async\" class=\"hide-for-large alignnone size-full wp-image-207\" style=\"margin-left: 10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/right-arrow.svg\" alt=\"\" width=\"16\" height=\"16\" \/><\/a>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_inner][vc_column_inner el_class=&#8221;columns small-12 medium-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<div class=\"margin-bottom-2-for-large\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-696\" src=\"\/wp-content\/uploads\/2025\/09\/adviced_client_section_5_image_2.png\" alt=\"\" width=\"475\" height=\"317\" \/><\/div>\n<h6 class=\"font-color-black margin-bottom-2-for-large\">Communify Media &amp; News Apps<\/h6>\n<p><a class=\"big font-color-black\" href=\"https:\/\/communify.com\/en-gb\/media-news\/\">Read more <img loading=\"lazy\" decoding=\"async\" class=\"show-for-large alignnone size-full wp-image-207\" style=\"margin-left: 10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/right-arrow.svg\" alt=\"\" width=\"32\" height=\"32\" \/><img loading=\"lazy\" decoding=\"async\" class=\"hide-for-large alignnone size-full wp-image-207\" style=\"margin-left: 10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/right-arrow.svg\" alt=\"\" width=\"16\" height=\"16\" \/><\/a>[\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_inner][vc_column_inner el_class=&#8221;columns small-12 medium-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<div class=\"margin-bottom-2-for-large\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-696\" src=\"\/wp-content\/uploads\/2025\/09\/media-section_5-img-3.png\" alt=\"\" width=\"475\" height=\"317\" \/><\/div>\n<h6 class=\"font-color-black margin-bottom-2-for-large\">Communify Investor Apps<\/h6>\n<p><a class=\"big font-color-black\" href=\"https:\/\/communify.com\/en-gb\/investor\/\">Read more <img loading=\"lazy\" decoding=\"async\" class=\"show-for-large alignnone size-full wp-image-207\" style=\"margin-left: 10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/right-arrow.svg\" alt=\"\" width=\"32\" height=\"32\" \/><img loading=\"lazy\" decoding=\"async\" class=\"hide-for-large alignnone size-full wp-image-207\" style=\"margin-left: 10px;\" role=\"img\" src=\"\/wp-content\/uploads\/2025\/09\/right-arrow.svg\" alt=\"\" width=\"16\" height=\"16\" \/><\/a>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;64px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_empty_space height=&#8221;112px&#8221; el_class=&#8221;show-for-medium&#8221;][\/vc_column][\/vc_row][\/vc_section]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_section el_id=&#8221;media-hero&#8221;][vc_row][vc_column][vc_empty_space height=&#8221;112px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;63px&#8221; el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_row_inner el_class=&#8221;row no-padding-vc outer-row&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;hide-for-medium-only&#8221;] Advised Client Apps 360\u00b0 personalisation [\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium-only&#8221;] Advised Client Apps 360\u00b0 personalization [\/vc_column_text][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space el_class=&#8221;hide-for-large&#8221;][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-small-only&#8221;][\/vc_column_text][vc_column_text css=&#8221;&#8221; el_class=&#8221;show-for-medium&#8221;]Get in touch[\/vc_column_text][vc_empty_space el_class=&#8221;show-for-medium-only&#8221;][vc_empty_space height=&#8221;40px&#8221; el_class=&#8221;show-for-large&#8221;][vc_empty_space height=&#8221;24px&#8221; el_class=&#8221;show-for-small-only&#8221;][vc_column_text css=&#8221;&#8221;] Transform every client interaction into a premium, personalised experience that builds trust<a class=\"excerpt-read-more\" href=\"https:\/\/communify.com\/en-gb\/advised-client\/\" title=\"ReadAdvised Client\">&#8230; Read more &raquo;<\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-visual-builder.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-11650","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Premier Digital Experiences for Advised Clients - Communify<\/title>\n<meta name=\"description\" content=\"Deliver a personalised experience to every advised client. 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